Mercer Global Advisors
PACW

Mercer Global Advisors’s PacWest Bancorp PACW Stock Holding History

Mercer Global Advisors’s Portfolio PACW Stock Details PACW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-29,206
Closed -$231K – 2125
2023
Q3 		$231K Buy
29,206
+2,080
+8% +$17.4K ﹤0.01% 1694
2023
Q2 		$221K Buy
27,126
+8,014
+42% +$64.6K ﹤0.01% 1689
2023
Q1 		$186K Sell
19,112
-3,666
-16% -$81.5K ﹤0.01% 1752
2022
Q4 		$523K Buy
22,778
+4,479
+24% +$109K ﹤0.01% 1176
2022
Q3 		$414K Sell
18,299
-594
-3% -$16K ﹤0.01% 1227
2022
Q2 		$504K Buy
18,893
+492
+3% +$15.9K ﹤0.01% 1143
2022
Q1 		$794K Buy
18,401
+442
+2% +$20.9K ﹤0.01% 991
2021
Q4 		$811K Sell
17,959
-6
-0% -$280 0.01% 984
2021
Q3 		$814K Buy
17,965
+71
+0.4% +$2.94K 0.01% 961
2021
Q2 		$737K Buy
17,894
+1
+0% +$43 0.01% 970
2021
Q1 		$683K Sell
17,893
-68
-0.4% -$2.39K 0.01% 942
2020
Q4 		$456K Buy
17,961
+2
+0% +$45 0.01% 897
2020
Q3 		$307K Sell
17,959
-2,890
-14% -$53.6K ﹤0.01% 955
2020
Q2 		$411K Sell
20,849
-2,333
-10% -$43.2K 0.01% 747
2020
Q1 		$415K Sell
23,182
-8,602
-27% -$270K 0.01% 710
2019
Q4 		$1.22M Sell
31,784
-1,445
-4% -$54.3K 0.02% 470
2019
Q3 		$1.21M Sell
33,229
-3,115
-9% -$113K 0.03% 427
2019
Q2 		$1.41M Sell
36,344
-280
-0.8% -$10.8K 0.04% 372
2019
Q1 		$1.38M Buy
+36,624
New +$1.42M 0.05% 325

Other funds holding PACW

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Mercer Global Advisors's PACW Position: Q4 2023 in Review

Mercer Global Advisors sold out of PacWest Bancorp (PACW) in Q4 2023, closing a stake of 29,206 shares — an estimated $231K sold.

Mercer Global Advisors first reported a position in PACW in Q1 2019 and held it in 19 quarters. The position peaked at $1.41M in Q2 2019. 4 funds tracked by Wall St. Rank hold PACW as of Q4 2023.

  • Mercer Global Advisors reported no remaining PacWest Bancorp position as of Q4 2023 after selling out during the quarter.
  • Mercer Global Advisors sold 29,206 PacWest Bancorp shares in Q4 2023, an estimated $231K.
  • Mercer Global Advisors first reported a position in PacWest Bancorp in Q1 2019 and held it in 19 quarters.
  • Mercer Global Advisors's PacWest Bancorp position peaked at $1.41M in Q2 2019.
  • 4 funds tracked by Wall St. Rank held PacWest Bancorp as of Q4 2023.

Based on Mercer Global Advisors's 13F filing for Q4 2023, filed 15 Feb 2024.